§ 13F · FUND PROFILE
BECK MACK & OLIVER LLC.
AUM · $5.1B (13F)Positions · 201Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$23M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | APO | APOLLO GLOBAL MGMT INC | 2.69M | $319M | 6.2% | −3% |
| 2 | GOOGL | ALPHABET INC CAP STK CL C | 804K | $284M | 5.5% | −13% |
| 3 | BX | BLACKSTONE INC. | 2.23M | $262M | 5.1% | −1% |
| 4 | AJG | GALLAGHER ARTHUR J | 1.06M | $244M | 4.8% | ±0% |
| 5 | SUNB | SUNBELT RENTALS HOLDING COMMON | 3.17M | $237M | 4.6% | −6% |
| 6 | MSFT | MICROSOFT CORP | 546K | $204M | 4.0% | −2% |
| 7 | RDNT | RADNET INC COM | 3.16M | $195M | 3.8% | ±0% |
| 8 | CACC | CREDIT ACCEP CORP MICH COM | 306K | $195M | 3.8% | −1% |
| 9 | SGI | SOMNIGROUP INTERNATIONAL COM | 2.47M | $194M | 3.8% | +2% |
| 10 | SCHW | SCHWAB CHARLES CP NEW COM | 2.02M | $186M | 3.6% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BECK SIGNAL
AC read
BECK MACK & OLIVER LLC is a Other fund managing $5.1 billion in assets. The fund runs a broad portfolio of 201 positions.
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